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A.O. Smith

626 hedge funds and large institutions have $7.14B invested in A.O. Smith in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 208 increasing their positions, 261 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

20% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 261

54% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $76.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
626
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.4M
Puts
$76.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
351
Assenagon Asset Management
Luxembourg
$551K
RPI
352
Railway Pension Investments
United Kingdom
$538K
MSU
353
Mizuho Securities USA
New York
$527K
VA
354
Vident Advisory
Georgia
$524K
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$522K
TPSF
356
Texas Permanent School Fund
Texas
$518K
HSA
357
HBK Sorce Advisory
Pennsylvania
$518K
CGH
358
Crossmark Global Holdings
Texas
$517K
ANBT
359
American National Bank & Trust
Texas
$514K
PIM
360
Plato Investment Management
Australia
$513K
SCM
361
Sterling Capital Management
North Carolina
$504K
GWP
362
Gen-Wealth Partners
Michigan
$496K
VF
363
Virtu Financial
New York
$478K
Aberdeen Group
364
Aberdeen Group
United Kingdom
$476K
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$476K
DTL
366
Dynamic Technology Lab
Singapore
$475K
SS
367
SBI Securities
Japan
$474K
SB
368
Simmons Bank
Arkansas
$472K
AC
369
AXQ Capital
New Jersey
$471K
Aviva
370
Aviva
United Kingdom
$470K
FAIM
371
Financial Advocates Investment Management
Washington
$462K
LWAM
372
Legacy Wealth Asset Management
Minnesota
$458K
TSMHT
373
Thurston Springer Miller Herd & Titak
Indiana
$457K
HIMCH
374
Hartford Investment Management Co (HIMCO)
Connecticut
$451K
QWM
375
Quadcap Wealth Management
Texas
$450K